"I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance."
Gregory Walker

Gregory Walker

"I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance."
About Gregory Walker

Welcome

I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance. My full-service financial advisory practice is founded upon the core values of rigorous analysis, investment discipline and a customer-centric approach. I bring a dedicated work ethic to help identify promising companies and industries, striving to push beyond the transactional, and tap a reservoir of research on business sectors and global economic conditions to help determine the opportune time not just to buy, but to sell. Communication is a key component of my holistic approach, and I believe that success is measured beyond returns—I endeavor to be sensitive to each client's situation, and bring transparency and clarity to investment decisions.
My ultimate investment objective is this: to do what is right for my clients and keep them always informed.

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Insights

Outlook

Nerves tested. Are stocks disconnected from reality?

April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read Now
Outlook

Eye on the market: Cicadian rhythms

April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Investing

Four reasons to consider private credit despite the headlines

April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
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